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$STX · 海外大V持仓追踪
AI 把海外大 V 的公开帖整理成中文：$STX 被累计提及 3 次，本周态度 未表态，其他。数据每日更新。
$STX 现在是什么情况？
| 所属板块 | 其他 |
|---|---|
| 本周态度 | 未表态 |
| 今日态度 | 未表态 |
| 累计提及 | 3 次 |
| 近7/28/90日提及 | 0 / 0 / 0 |
| 最新价 | — |
| 今日 / 本周涨幅 | — / — |
| 首次提及以来涨幅 | — |
| 首次 / 最近提及 | 2025-11-25 → 2026-02-16 |
最近有人说了 $STX 什么？
下面是最近 3 条提及 $STX 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。
- 2026-02-16看空原文TLDR of Phison CEO interview on Memory and Investment Framework: "Toll Collectors": - Micron ( $MU ) - SK Hynix (000660.KS) - Samsung Electronics, - Western Digital ( $WDC ) - $SNDK. T2: - $MRVL - $SIMO - Phison Electronics Companies that design the logic/software controllers connecting memory to compute will capture massive value as AI moves to the edge. T3: - Pure Storage ( $PSTG ) - NetApp ( $NTAP ) - Seagate ( $STX) As Vera Rubin inference servers roll out, the explosion in KV Cache and data generation will trigger a massive hardware upgrade cycle specifically focused on data center storage density and high-capacity Enterprise SSDs. Hilariously: $EBAY (refurbished electronics), might be a beneficiary. - Short / Avoid Low-Margin Consumer Hardware. - Short / Avoid Unhedged Auto/IoT Makers Main alpha points: - The "3-Year Prepayment" Cash Flow. Memory foundries are demanding 3 years of cash prepayments to guarantee supply. - The Inference Bottleneck is Storage, Not GPUs. A single 10-million-unit run of $NVDA Vera Rubin platform requires 20+TB of SSD per unit, which alone would consume 20% of last year's global NAND capacity. - The "Chinese Supply Glut" Bear Thesis is Dead: Pan entirely dismisses this point around YMTC and CXMT. China’s internal AI demand is so massive that it will instantly swallow 100% of its domestic production. No cheap Chinese memory will leak into the global market to rescue western hardware OEMs. TLDR from the interview: Memory demand is structural. No supply end in sight. $INTC CEO confirmed this last month.
- 2026-02-15中性原文@elicapitalgroup Great companies. But it's actually appears to be the start of a new hoarding cycle, wasn't thinking about $WDC, $STX, or $SNDK.
- 2025-11-25看多原文It’s hard for anyone in the AI space not to be bullish. Capex is ramping up. Exponentially. And flowing directly down to: Neoclouds: $CIFR, $NBIS, $WULF, $IREN, Connectivity: $ALAB, $CRDO, $CLS. Energy: $VST, $FLNC, $TE, $EOSe Semi/foundries: $NVDA, $AMD, $GOOGL, $TSM Memory: $SNDK, $MU, and $STX In the past few weeks alone, we got: 1. Manhattan Project for AI - US government is giving top models access to propriety labs data for accelerating research 2. $GOOGL spending $40 on DC buildout in Texas 3. Anthropic spending $50 on EC buildout to support their Opus 4.5+ models 4. $TSM confining record forward revenue numbers (AI spend) 5. $NVDA confirming record forward revenue numbers (AI spend, 2Y production locked in) 6. $META upping 2025 DC/AI capex spend to $40-$45B for llama5-6 7. 3x rate cut this year to accelerate growth and make funding cheaper. 8. Dominion Energy warning of massive AI power load surge from AI datacenters 9. $AVGO signaling AI networking orders at unprecedented scale 10. UAE and sovereign countries pushing into AI We’re not seeing any slowdown. Only record growth. In fact, with the recent model developments from Claude Opus 4.5, Gemini 3, and now new commitment from the US government, it feels like we're just seeing the tip of the new frontier for Artificial Intelligence.
去哪看 $STX 的完整时间线？
全部提及推文的中文时间线、每日推演、博主多空表态筛选，在 Serenity 持仓雷达里查看。相关工具：卡点猎手研究方法 · 策略回测器 · 催化剂雷达 · 深度长文。
进入持仓雷达，看 $STX 完整动态 →常见问题
$STX 为什么会出现在 AI 供应链追踪名单里？
$STX 出现在 Serenity 持仓雷达里，是因为它被我们追踪的海外 AI 供应链博主公开提及过，累计 3 次，归类在「其他」板块。首次提及时间是 2025-11-25。
海外大 V 最近怎么看 $STX？
最近 7 天 $STX 被提及 0 次，本周的整体态度是「未表态」。这是对公开帖文的统计与翻译，不是我们自己的推荐。
$STX 这一页的数据多久更新一次？
每天更新一次。个股的提及次数、态度、涨幅、A 股映射都跟着当日的公开帖文和收盘价重算，页面底部的更新时间就是最后一次重建的日期。
Serenity 持仓雷达对 $STX 的看法算投资建议吗？
不是。Serenity 持仓雷达只做公开信息的整理、翻译和统计，不提供投资建议、不代客理财、不推荐买卖。所有判断和后果由你自己承担。
本工具仅做公开信息整理，不构成任何投资建议。数据更新于 2026-08-30。